Case study · Private sector
Client acquisition

From an ad click to a booked estimate.

A flooring and renovation company in Metro Vancouver was paying for ad leads it couldn’t answer fast enough. We built and now operate the system that answers every lead in seconds, qualifies it in conversation, nurtures it until the timing is right, and books the estimate — then feeds the outcomes back to the ads.

Sector
Home services, Metro Vancouver
Engagement
Design, build & ongoing operation
Commercial
Fixed build · operated monthly
Data & hosting
Canadian hosting · Xerad-operated
The challenge

Paying for leads it couldn’t answer fast enough.

The company was buying leads through social media ads — and each lead cost real money. But answering one depended on someone in the office noticing an email between site visits. In home services, the first company to respond usually gets the job: an answer that arrives hours later is a dead lead, and evenings and weekends — when homeowners actually browse — were written off entirely.

The leads that did get answered faced a second leak: anyone who said “not yet” was never heard from again. Off-the-shelf CRMs assume a sales team at desks working a pipeline. This is an owner-led company whose people are on job sites all day — it needed the answering, qualifying, following up, and booking to happen by itself, in the channels homeowners already use.

The core change
Leads used to wait for someone to get back to the office. Now every lead is answered in seconds, qualified in conversation, and followed up until it books — and the ad platform learns from every outcome.
What we built

A pipeline that runs itself, end to end.

From the ad that produces the lead to the estimate on the calendar — and the feedback loop that makes the next ad dollar smarter.

01

Ads built to be measured

Ad campaigns run with structured creative testing, and every lead is tagged to the exact ad that produced it — so spend decisions are made on evidence, not on which ad ‘feels’ like it’s working.

02

Every lead answered in seconds

The moment a lead arrives — 2 p.m. or 2 a.m. — an AI assistant texts them back and starts a conversation. No lead ever waits for someone to get back to the office.

03

A qualification conversation, not a form

The assistant asks what the project is, where it is, and when it needs to happen — and homeowners can text photos of their space for a ballpark range. Every exchange is a reviewable transcript, and a person can step in at any point.

04

Estimates booked on the calendar

Qualified leads book straight into the estimate schedule — no phone tag, no back-and-forth. The company just shows up to appointments that appeared on its calendar.

05

“Not yet” doesn’t mean never

Leads that aren’t ready get followed up automatically over the weeks that follow. When a deferred lead re-engages, the conversation picks up where it left off.

06

Outcomes feed the ads

Bookings and outcomes are reported back to the ad platform through its conversions API, so ad spend optimizes toward the audiences and creatives that produce booked estimates — not just clicks.

What changed

First to respond, every time

Every lead gets an answer in seconds, around the clock — in a market where the first response usually wins the job.

No lead goes cold

Follow-up on “not yet” leads runs on its own for weeks. The pipeline no longer depends on anyone’s memory or spare time.

Ad spend learns

Real outcomes flow back to the ad platform, so budget shifts toward what produces booked estimates instead of what produces clicks.

A human is always in reach

Every AI conversation is kept as a transcript the team can review, and a person can take over any thread at any moment — automation with the handbrake in reach.

Why it holds up to scrutiny
Human in reach
Every AI conversation is a reviewable transcript; a person can take over any thread at any point.
Data residency
Hosted in Canada. Lead and customer data stays the client’s.
Assurance
Automated tests and code review on every change before it ships.
Operated
We host, monitor, and maintain the system — model swaps included.
Losing leads to slow follow-up?
admin@xerad.ca
xerad.ca · Port Moody, BC
Xerad · AI & software engineering studio
Client identity withheld for confidentiality